paylocity web benefits enrollment guide · 1 | page access to online enrollment please log into...
TRANSCRIPT
1 | P a g e
Access to Online Enrollment
PleaselogintoyourWebPaypayrollportal.YoucangainaccesstoWebBenefitstoelectyourbenefitsbyhoveringyourmouseoverWebPay(topleftcorner)intheSelf-ServicePortalandselectingEnterpriseWebBenefits.YouwillhavetheabilitytologstraightintotheWebBenefitssiteviaWebPay,usingSingleSignOn:OnceyouenteryourWebPayprofile,youcanaccessWebBenefitsatthetopofthescreenbyselecting:
Web Pay >> Enterprise Web Benefits Youcanalsogodirectlytoouronlineenrollmentsiteusingthewebaddresshttp://edsi.bswift.com.Pleasenote:Forsuccessfulnavigationofthesite,doNOTusethe“back”buttoninyourinternetbrowser,asthiswillautomaticallylogyououtofthesite.Tonavigatethroughthesite,usethenavigationbarlocatedonthelefthandsideofthescreen.
2 | P a g e
FromtheHomePage,clickonENROLLNOW.Theenrollmentprocessconsistsofthefollowing4steps/tabs.Youwillbetakenthrougheachtabtomakechangesorconfirmyourinformationonfileandchooseyourbenefitsforthenewplanyear. 1.Employee(PersonalInformation)
2.Family(FamilyInformation)3.Enroll4.Confirm
3 | P a g e
Verify your Personal Information
Beforebeginningyourenrollment,pleaseverifytheaccuracyofallofyourpersonalinformation(e.g.,address,DOB,etc.)Ifyouneedtomakeanychanges,youcandosodirectlyonthesite.Verifythatallinformationisaccurate.Whendone,check“Iagree”atthebottomofthepageandclick“Continue."PleaseNote:Anyfieldthathasanasteriskisrequired.
4 | P a g e
Verify your Family Information
PleasebesuretoaddalldependentsthatmaybemissingfromtheFamilyInformationsectionbeforeproceedingtothenextsection.Todothis,clickonAddDependents.Whenallofyourfamilyinformationisaccurate,check“Iagree”andclick“Continue.”
5 | P a g e
Making Benefit Elections
Medical,Dental,VisionPlans,etc.Inthissection,youcancomparecostsacrossallavailableplansandtiers,compareplandetailssidebysidebyclickingontheComparePlanslinkabovePlanSelection,andreviewdetailsofaspecificplanbyclickingontheViewplandetailslink.
Uponmakingyourplanselection,youwillbeabletowaiveorcovereligibledependentsonfilebyselectingthe‘Cover’or‘Waive’radiobuttonnexttoeachdependent’sname.Ifyouwishtoaddanewdependentatthistime,clickonthe‘AddDependent’buttontobetakendirectlytothefamilytabtoaddthedependent.Ifyouaresatisfiedwithyourselection,click‘Next.’
6 | P a g e
Uponcompletingyourbenefitelection,theboxwillturn“green”anditwillsaycompleted.Click“SaveandContinueEnrollment”tobetakentothenextbenefitoption.Pleasecompleteeachbenefitoptionthatyouwouldliketoenrollin.Onceyouhavecompletedalltheelections,select“Continue.”BasicLifePlansYoudonotneedtomakeanelectionfortheemployerprovidedplans.However,ontheproceedingpageyouwillbeaskedtodesignateyourbeneficiaries.Yourdependentsonfilewillautomaticallybelistedasbeneficiaries.Enteryourassignmentstototal100%.Ifyouwouldliketoaddabeneficiary,clickthe“AddBeneficiary”button.Whenyouaresatisfiedwithyourchoices,pleaseclick“SaveandContinue.”VoluntaryLifeToelecttheVoluntaryEmployeePlan,selectthebuttonnexttotheplanandchooseanamountfromthedropdown.
7 | P a g e
ShortTermDisability&LongTermDisability ToelectShortTermDisabilityandLongTermDisability,selecttheradiobuttonnexttotheplanandchooseanamountfromthedropdownandthenclick“Save&Continue.”
8 | P a g e
Beneficiaries
Onceallplanshavebeenselected,youwillbepromptedtoselectbeneficiaries.Youcanelectprimaryandsecondarybeneficiaries;eachmusttotalupto100%.YoucanalsousetheAddBeneficiarylinknearthebottomofthepagetoaddanybeneficiarieswhoarenotcurrentlylisted.
9 | P a g e
Almost Finished! Youwillnowbeonthefinalreviewpage.Reviewallofyourbenefitelectionsandcovereddependents.Onceyou'vecompletedyourreview,checkthe“Iagree,andI’mfinishedwithmyenrollment”boxatthebottomofthepage.Thenclickthe"SaveMyEnrollment"buttonatthebottomofthispage.Note:Onceyouselectandfinalizeyourenrollmentoptions,thebenefitelectionsmustbeapprovedbyHR.
10 | P a g e
Deadline & Confirmation
Youcansendyourselfanemailconfirmationofyourelectionsorprintitforyourrecords.Clicktheprintericonontherighthandsideofthescreen.
PleaseNote:Althoughtheonlinebenefitsenrollmentsiteisasecuresite,andyourinformationisencrypted,itisimportantthatyoulogoffwhenyouhavecompletedyoursession.ClicktheLogOfficonintheupperright-handcorneroftheenrollmentsitetologoff.Forsecuritypurposes,thesystemwillautomaticallylogoutifyouleaveyoursystemidleformorethan30minutes.